SWA
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Sax Wealth Advisors’s Linde LIN Stock Holding History

Sax Wealth Advisors’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$858K Buy
1,730
+360
+26% +$182K 0.03% 251
2026
Q1 		$584K Sell
1,370
-44
-3% -$20.8K 0.03% 265
2025
Q4 		$603K Sell
1,414
-2
-0.1% -$857 0.03% 265
2025
Q3 		$673K Buy
1,416
+62
+5% +$29.4K 0.04% 227
2025
Q2 		$635K Buy
1,354
+62
+5% +$28.3K 0.04% 225
2025
Q1 		$601K Buy
1,292
+230
+22% +$104K 0.04% 194
2024
Q4 		$445K Sell
1,062
-36
-3% -$16.4K 0.03% 205
2024
Q3 		$524K Sell
1,098
-11
-1% -$5.02K 0.05% 149
2024
Q2 		$487K Buy
+1,109
New +$488K 0.05% 148

Other funds holding LIN

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sax Wealth Advisors's LIN Position: Q2 2026 in Review

Sax Wealth Advisors increased its Linde (LIN) stake by 26% in Q2 2026, buying an estimated $182K and bringing the position to 1,730 shares worth $858K. The position accounts for 0.03% of the portfolio, ranked #251.

Sax Wealth Advisors first reported a position in LIN in Q2 2024 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Sax Wealth Advisors held 1,730 shares of Linde worth $858K as of Q2 2026.
  • Sax Wealth Advisors bought 360 Linde shares in Q2 2026, an estimated $182K.
  • Linde made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • Sax Wealth Advisors first reported a position in Linde in Q2 2024 and has held it in 9 quarters since.
  • 510 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.